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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (28858)	3/6/2018 1:59:21 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 34328

I do not know if this is pertinent, but in some parts of the world there is a shortage of TP. channelnewsasia.com They mention an increase in fiber pulp prices.

To: E_K_S who wrote (28858)	3/22/2018 11:40:53 AM
From: Steve Felix	Respond to of 34328

OT - "impressed w/ the new machine efficiencies and their advantage (at least for now) in the ultra premium product market" Not much good in the call imho. The quality coming from the machine is evidently all it was supposed to be, as they have qualified it with some retailers, including Walmart. Booked at 67% currently, is not enough. This is all well and good, but later than expected: "We are currently at 50% of our ramp rate and expect to achieve 100% by the beginning of Q4 or to sell out this excess capacity to other retailers. As a step to diversify our ultra- premium business starting in mid-Q2, we have two new customers for ultra-premium bath tissue and kitchen towel starting to ship." This is also not enough: "As we look forward to Q1, I expect sales to be within the range of $43 million and $50 million with adjusted EBITDA in the range of $5 million and $6 million, again driven by increasing sales offset somewhat by increasing input cost." Jeff Schoen "I think we're on-track for $220 million." With 43/50 million for this quarter, there will be improvement to hit that 220 number. Jeff Schoen "I believe we'll be at full capacity by the end of the year." Seems this was pushed back some. Only good point I have seen lately was Blackrock taking a 5% stake. Not much money for them, but I can't believe they didn't check in with management before hand. Was really disappointed that they sold some stock after saying it was the last thing they wanted to do, but it was required by their lenders, which doesn't make much sense to me: " In the event that the Company has not raised at least $5.00 million of market equity by March 31, 2018, the Company will pay its lenders a fee of $210,000."